THE ETF SAVINGS PLAN CALCULATOR

Calculate your savings plan in 4 easy steps
Toggle to show/hide input descriptions

The amount you already have to invest.

CHF

The amount you’ll pay into the plan each month.

CHF

The length of time you plan to invest and save.

Year(s)

Annual return based on the 20-year average return of each index.

Chart

Combination chart with 3 data series.
The chart has 1 X axis displaying Years.
The chart has 1 Y axis displaying Balance (Pounds in thousands). Range: 0 to 30000.
End of interactive chart.

See the potential amounts that could be achieved by 2035.

How do we these numbers?

Average hypothetical return (total contribution + total return)

CHF 24’796.75

Range

CHF 21’469.89- CHF 27’685.26

Total contributions (Initial investment + total monthly savings)

CHF 19’000

*The chart shows the average hypothetical return based on an assumed growth rate for the index you've chosen. This growth rate is the median return of the 20-year annualized returns for the index since inception in local currency. However, there is no guarantee that future index returns will match past returns and the level of index returns will fluctuate. The general expectation is that over the longer term (e.g. investing for 10 years or more) markets will generally rise on average, although there may be times when returns fluctuate and may fall.Source for index data: MSCI, S&P, SMI as of January, 2025. Past performance is not a guarantee of current or future results and should not be the sole determining factor in selecting a product or investment strategy. Index return figures are for illustrative purposes only. Each index is subject to changes in composition. Direct investment in an index is not possible.The simulation of future index returns using the average index return over the last 20 years is for illustrative purposes only; actual performance may differ. This presentation does not constitute investment advice, as the individual financial circumstances and asset situation of the respective user are not taken into account in the calculation.

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**Important Information

The simulation shown on this page provides an estimate of the return for a savings plan based on the following assumptions.

  • Initial investments are made at the start of the contribution period and monthly savings are made at the end of each month over the whole timeframe.
  • The return rate is constant over time. The actual return rate achieved will depend on the performance of the investments which can vary.
  • Results do not account for inflation or any costs and charges.
  • This calculator works on an annual compounding period. The calculation uses the rate of return selected for the selected period.

Risk Warnings

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time and depend on personal individual circumstances.

Regulatory Information

In the UK and Non-European Economic Area (EEA) countries: this is issued by BlackRock Advisors (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL, Tel: +44 (0)20 7743 3000. Registered in England and Wales No. 00796793. For your protection, calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.

For investors in Switzerland

This document is marketing material.

Any research in this document has been procured and may have been acted on by BlackRock for its own purpose. The results of such research are being made available only incidentally. The views expressed do not constitute investment or any other advice and are subject to change. They do not necessarily reflect the views of any company in the BlackRock Group or any part thereof and no assurances are made as to their accuracy.

This document is for information purposes only and does not constitute an offer or invitation to anyone to invest in any BlackRock funds and has not been prepared in connection with any such offer.

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